Investment Executive TV, the multimedia news source for Canada's Financial Advisors, interviewed Mark about his work with charities and how he teaches fellow advisors to incorporate planned giving into their practices. Watch it HERE.

Mark presented a case study on a recent client donation to the Jewish Foundation of Toronto at a Professional Advisory Committee (PAC) breakfast meeting in Toronto. Read the article HERE. Watch his presentation HERE.

The Canadian Cancer Society published Mark's advice on how to protect RRSPs, eliminate taxes and leave more for favourite charities. Read "Ask the Planner" HERE.

Mark was the guest speaker at an outreach breakfast for professional advisors at Southlake Regional Health Centre in Newmarket, ON. He presented “Charitable Planned Giving: What Every Advisor Needs to Know” to legal, accounting, investment, insurance, family office and mortgage lending professionals.